Shoebox Financial Solutions

Shoebox Financial Solutions Individual & Small Business Tax Preparation � Business Formation � Small Business Accounting- QuickB

Share, Register and Attend! I’m excited to invite you to an upcoming webinar, Credit 101: Understanding, Building, and M...
11/20/2024

Share, Register and Attend!

I’m excited to invite you to an upcoming webinar, Credit 101: Understanding, Building, and Managing Your Credit. This interactive session will equip you with essential tools to take control of your financial future.
What You'll Learn:�✅ Understand the fundamentals of credit.�✅ Build and improve your credit score.�✅ Manage your credit effectively with smart strategies.
Details:�📅 Date: Thursday, November 21, 2024�⏰ Time: 4:00 PM�💻 Location: Virtual (Zoom link provided upon registration)
🔗 Register Here: https://us06web.zoom.us/meeting/register/tZEsce-vpjsvGNZZolKH2n0S4SCq5vAmnsCg (https://us06web.zoom.us/meeting/register/tZEsce-vpjsvGNZZolKH2n0S4SCq5vAmnsCg)

Come to the City of Oakland Homeownership Summit/Black Wealth Tour tomorrow from 10-2! 💕
04/13/2024

Come to the City of Oakland Homeownership Summit/Black Wealth Tour tomorrow from 10-2! 💕

Tax Day is fast approaching, but if you don't think you can meet the April 15 deadline, don't worry! Shoebox Financial ...
04/11/2024



Tax Day is fast approaching, but if you don't think you can meet the April 15 deadline, don't worry! Shoebox Financial Solutions can help you request a six-month extension before Tax Day, allowing you to avoid any penalties and interest. Remember, the deadline to file an extension is April 15. Don't wait until the last minute, book a virtual appointment with us today and let us help you with your tax needs. https://calendly.com/sfboxfinancial

04/06/2024

The April 15th Tax deadline is just around the corner! Here's a to help you prepare: filing an extension on your tax return only extends the time to file, not the time to pay. If you expect to owe money, make sure to send some money with your extension to avoid penalties.

03/18/2024


What's the best way to borrow to make consumer purchases?
Home equity loans used to be a popular option for many homeowners due to their tax-deductible interest. However, for tax years 2018 through 2025, interest on home equity loans is only deductible when the loan is used to buy, build or substantially improve the taxpayer's home that secures the loan. This means that if you take out a home equity loan for consumer purchases like a car or credit card debt, the interest is no longer tax-deductible. As a result, it's important to consider other borrowing options for consumer purchases.

03/11/2024


Attention small business owners! Are you worried about the financial commitment and administrative burdens involved in setting up a retirement plan for yourself and your employees?

Look no further than the Simplified Employee Pension (SEP) plan. This plan offers relative ease of administration and the discretion to make or not make annual contributions, making it an attractive option for small businesses. Consider SEP as a viable retirement saving option for your small business today!

03/06/2024

NO NEED TO STRESS ABOUT TAXES, LET US HANDLE IT

03/02/2024


What tax-deferred investments are possible if you're self-employed?

If you're running a sideline or moonlighting business, you may still be eligible to set up and contribute as much as possible to a retirement plan. Luckily, there are several plans available to you. These include an individual or self-employment 401(k) plan, a SEP (Simplified Employee Pension), and the SIMPLE IRA plan.

By taking advantage of these tax-deferred investment options, you can save money on taxes and invest in your future. Don't miss out on the opportunity to secure your financial future as a self-employed individual.

02/20/2024


Eligible educators, did you know that you can deduct up to $300 of out-of-pocket classroom expenses on your 2023 federal income tax return? The best part…You don't have to itemize deductions to claim this benefit. Even if you claim the standard deduction, you can still take advantage of the educator expense deduction. Make sure to keep track of those receipts and take advantage of this deduction this tax season.

02/15/2024


It's important to know that political contributions, donations, or payments made by your business are NOT tax-deductible.

While charitable donations are generally tax-deductible, donations made to political organizations or candidates are not. If you're considering making a political donation and want to know if the organization qualifies, the IRS provides a Tax-Exempt Organization Search Tool that you can use. Stay informed and make the most of your business's tax deductions!

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94607

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